Sergio Gutierrez Campos

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

RELEVANT WEALTH ADVISORS, LLCCurrent·CRD# 1489

RIA

2 Belvedere Place Ste 200, Mill Valley, CA 94941

September 13, 2024 - Present

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Current Firm

RELEVANT WEALTH ADVISORS, LLC

COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA

Registered Investment Advisory firm - SEC (4/12/1999 Approved)

BD

Terminated by SEC on 10/01/2021

Contact Information

Main Address

2 Belvedere Place Ste 200, Mill Valley, CA 94941

Phone Number

(415) 925-4000

Established

California since 07/01/1999

Firm Type

Limited Liability Company

Fiscal Year End

December

# of Employees

4

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RELEVANT WEALTH ADVISORS WRAP BROCHURE (3/18/2026)

RELEVANT WEALTH ADVISORS ADV PART 2A (3/18/2026)

Direct owners and executive officers

Name	Position	CRD#
RAABE, BRUCE JON	CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER	2268947

Regulatory Assets Under Management

Total Number of Accounts

67

AUM (Assets Under Management)

$799,000,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of the other business: EL CAMINO FINANCIAL, LLC D.B.A. ECF Whether the business is investment-related: YES Address of the other business: 1820 ROCKFORD AVE, MODESTO CA 95355 Nature of the other business: FINANCIAL PLANNING APPLICATION Your position: CEO Title, or relationship with the other business: OWNER Start date of your relationship: JUNE 1, 2022 Approximate number of hours/month you devote to the other business: 15 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: OPERATIONS AND MARKETING Name of the other business: ROCKFORD RENTAL PROPERTY Whether the business is investment-related: YES Address of the other business: 1820 ROCKFORD AVENUE, MODESTO, CA 95355 Nature of the other business: SINGLE FAMILY HOME RENTAL PROPERTY Your position: PROPERTY MANAGER Title, or relationship with the other business: OWNER Start date of your relationship: JUNE 1, 2024 Approximate number of hours/month you devote to the other business: 5 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: MANAGING THE PROPERTY AND FINANCES Name of the other business: 766 HARRISON UNIT 214 RENTAL PROPERTY Whether the business is investment-related: YES Address of the other business: 766 HARRISON STREET, UNIT 214, SAN FRANCISCO, CA 94107 Nature of the other business: SINGLE FAMILY CONDO RENTAL PROPERTY Your position: PROPERTY MANAGER Title, or relationship with the other business: OWNER Start date of your relationship: JANUARY 1, 2021 Approximate number of hours/month you devote to the other business: 5 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: MANAGING THE PROPERTY AND FINANCES

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELEVANT WEALTH ADVISORS, LLC

COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA

Registered Investment Advisory firm - SEC (4/12/1999 Approved)

BD

Terminated by SEC on 10/01/2021

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

California
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.